Forte Capital’s Toronto Dominion Bank TD Stock Holding History

Forte Capital’s Portfolio TD Stock Details TD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-5,560	Closed	-$325K	–	153
2017 Q4	$325K	Buy	5,560 +200	+4%	+$11.4K	0.1%	130
2017 Q3	$302K	Hold	5,360	–	–	0.1%	134
2017 Q2	$270K	Hold	5,360	–	–	0.09%	135
2017 Q1	$268K	Hold	5,360	–	–	0.09%	136
2016 Q4	$264K	Sell	5,360 -100	-2%	-$4.67K	0.1%	134
2016 Q3	$242K	Sell	5,460 -140	-3%	-$6.13K	0.09%	132
2016 Q2	$240K	Hold	5,600	–	–	0.09%	139
2016 Q1	$242K	Hold	5,600	–	–	0.11%	139
2015 Q4	$219K	Hold	5,600	–	–	0.09%	141
2015 Q3	$221K	Hold	5,600	–	–	0.1%	143
2015 Q2	$238K	Hold	5,600	–	–	0.1%	147
2015 Q1	$236K	Hold	5,600	–	–	0.1%	144
2014 Q4	$268K	Hold	5,600	–	–	0.12%	136
2014 Q3	$277K	Buy	+5,600	New	+$291K	0.13%	135

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Forte Capital's TD Position: Q1 2018 in Review

Forte Capital sold out of Toronto Dominion Bank (TD) in Q1 2018, closing a stake of 5,560 shares — an estimated $325K sold.

Forte Capital first reported a position in TD in Q3 2014 and held it in 14 quarters. The position peaked at $325K in Q4 2017. 617 funds tracked by Wall St. Rank hold TD as of Q1 2018.

Forte Capital reported no remaining Toronto Dominion Bank position as of Q1 2018 after selling out during the quarter.
Forte Capital sold 5,560 Toronto Dominion Bank shares in Q1 2018, an estimated $325K.
Forte Capital first reported a position in Toronto Dominion Bank in Q3 2014 and held it in 14 quarters.
Forte Capital's Toronto Dominion Bank position peaked at $325K in Q4 2017.
617 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2018.

Based on Forte Capital's 13F filing for Q1 2018, filed 17 Apr 2018.